Purchases and Sales Made in Q1 2023 in Fidelity Covington Tr Blue Chi (FBCG)
This table provides information about the institutional ownership of Fidelity Covington Tr Blue Chi (FBCG) during Q1 2023. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR BLUE CHI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
168KNew |
$3.49M - $4.27M
|
168K
$7.45M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
135K+ 666.1% |
$2.81M - $3.45M
|
156K
$6.91M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
82.4K+ 25.04% |
$1.71M - $2.1M
|
412K
$18.3M
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
43.2K+ 2.14% |
$898K - $1.1M
|
2.07M
$91.7M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$580K - $711K
|
27.9K
$1.24M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
27.7K+ 137.9% |
$577K - $706K
|
47.9K
$2.12M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.6K+ 4.28% |
$345K - $423K
|
405K
$18M
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 181.13% |
$336K - $411K
|
25.1K
$1.11M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2KNew |
$336K - $411K
|
16.2K
$717K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
16.2KNew |
$336K - $411K
|
16.2K
$717K
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
15.4K+ 6.52% |
$320K - $392K
|
252K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 23.58% |
$301K - $369K
|
75.9K
$3.37M
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
11.2KNew |
$233K - $286K
|
11.2K
$498K
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.1KNew |
$231K - $283K
|
11.1K
$493K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11.1KNew |
$231K - $283K
|
11.1K
$493K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.59K+ 154.82% |
$199K - $244K
|
15.8K
$701K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.92KNew |
$185K - $227K
|
8.92K
$396K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.53KNew |
$177K - $217K
|
8.53K
$379K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.37K+ 17.86% |
$174K - $213K
|
55.2K
$2.45M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.28K+ 69.72% |
$172K - $211K
|
20.1K
$894K
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
8.26KNew |
$172K - $210K
|
8.26K
$366K
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8.21KNew |
$171K - $209K
|
8.21K
$364K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.05KNew |
$167K - $205K
|
8.05K
$357K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.06K+ 17.4% |
$63.5K - $77.8K
|
20.6K
$915K
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.79K+ 0.51% |
$37.2K - $45.6K
|
355K
$15.7M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.41K+ 6.48% |
$29.3K - $35.9K
|
23.2K
$1.03M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.26KNew |
$26.2K - $32.1K
|
1.26K
$55.9K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.05K+ 8.13% |
$21.8K - $26.7K
|
14K
$620K
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.03K+ 7.23% |
$21.4K - $26.2K
|
15.3K
$678K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1K+ 5.35% |
$20.8K - $25.5K
|
19.7K
$874K
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
903+ 2.73% |
$18.8K - $23K
|
33.9K
$1.51M
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
817+ 6.79% |
$17K - $20.8K
|
12.9K
$571K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
504New |
$10.5K - $12.8K
|
504
$22.4K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
335New |
$6.96K - $8.53K
|
335
$14.9K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
300+ 0.78% |
$6.23K - $7.64K
|
39K
$1.73M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
300+ 0.78% |
$6.23K - $7.64K
|
39K
$1.73M
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
165+ 0.86% |
$3.43K - $4.2K
|
19.4K
$862K
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
30New |
$623 - $764
|
30
$1.33K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 1.26% |
$104 - $127
|
401
$17.8K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5- 0.37% |
$104 - $127
|
1.35K
$59.8K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-113- 15.01% |
$2.35K - $2.88K
|
640
$28.4K
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-113- 15.01% |
$2.35K - $2.88K
|
640
$28.4K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-284- 0.51% |
$5.9K - $7.23K
|
55.2K
$2.45M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-340- 2.94% |
$7.07K - $8.66K
|
11.2K
$498K
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.2K- 5.89% |
$25K - $30.6K
|
19.2K
$853K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.42K- 2.26% |
$133K - $163K
|
277K
$12.3M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.1K- 10.14% |
$168K - $206K
|
71.8K
$3.18M
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.37K- 15.16% |
$174K - $213K
|
46.9K
$2.08M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.89K- 90.48% |
$185K - $226K
|
936
$41.5K
|